First Foundation Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
23,242
+6,847
| +42% | +$715K | 0.09% | 126 |
|
|
2025
Q1 | $1.73M | Sell |
16,395
-1,773
| -10% | -$187K | 0.07% | 135 |
|
|
2024
Q4 | $1.94M | Sell |
18,168
-3,867
| -18% | -$412K | 0.07% | 127 |
|
|
2024
Q3 | $2.39M | Sell |
22,035
-6,459
| -23% | -$702K | 0.09% | 116 |
|
|
2024
Q2 | $3.04M | Buy |
28,494
+5,739
| +25% | +$611K | 0.12% | 97 |
|
|
2024
Q1 | $2.45M | Buy |
22,755
+8,530
| +60% | +$918K | 0.1% | 107 |
|
|
2023
Q4 | $1.54M | Buy |
14,225
+7,489
| +111% | +$812K | 0.07% | 135 |
|
|
2023
Q3 | $691K | Buy |
6,736
+1,287
| +24% | +$132K | 0.03% | 215 |
|
|
2023
Q2 | $582K | Sell |
5,449
-1,379
| -20% | -$147K | 0.03% | 225 |
|
|
2023
Q1 | $736K | Sell |
6,828
-196
| -3% | -$21.1K | 0.03% | 198 |
|
|
2022
Q4 | $741K | Buy |
+7,024
| New | +$741K | 0.04% | 204 |
|
|
2017
Q2 | – | Sell |
-2,101
| Closed | -$229K | – | 325 |
|
|
2017
Q1 | $229K | Sell |
2,101
-13,029
| -86% | -$1.42M | 0.01% | 287 |
|
|
2016
Q4 | $1.64M | Buy |
+15,130
| New | +$1.64M | 0.11% | 116 |
|